What's a realistic AI roadmap for a $5M family business?
Start with the operating-model gap, not the technology. A 12-month roadmap typically sequences Quick Win Plan (60 days, 1-2 high-ROI agents), Readiness Assessment of data infrastructure (90 days), then a longer-cycle adoption plan tied to succession planning.
The short answer.
Start with the operating-model gap, not the technology. A 12-month roadmap typically sequences Quick Win Plan (60 days, 1-2 high-ROI agents), Readiness Assessment of data infrastructure (90 days), then a longer-cycle adoption plan tied to succession planning.
This is a question Aegis hears regularly during discovery. Here is the practical way to frame it.
How Aegis approaches this.
Aegis Boardroom's answer is shaped by three frameworks. Truth Architecture: recommendations are designed to be source-traced. Confidence Contract: recommendations are mapped to the canonical Aegis confidence states (I Know / I Think / I'm Inferring / I Don't Know). Life Integrity Engine: recommendations that may increase irreversible-harm risk are flagged for refusal or human review, not softened.
The fastest path is the AI Readiness Assessment: it returns a confidence-mapped band for your specific situation. From there, the Quick Win Plan or a deeper engagement scopes the right paid Aegis next step.
Frequently asked questions.
Where should a family business actually start with AI?
With the operating-model gap, not the technology. Once that gap is clear, a Quick Win Plan scopes one or two high-ROI agents against it in about 60 days.
How long does the full roadmap take?
A typical sequence runs about 12 months: a Quick Win Plan in the first 60 days, a readiness assessment of your data infrastructure around 90 days, then a longer-cycle adoption plan.
How does AI connect to succession planning?
The longer-cycle part of the roadmap is tied to succession. The adoption plan is designed around the handoff, not bolted on after it.